Nexperia’s internal split is accelerating... and the ripple effects for automakers are real. With wafer supply now increasingly locked locally in China and ties to headquarters strained, the risk of renewed chip disruptions is rising. Add fresh ADAS consolidation and fast-moving tariff, EV, and safety regulation shifts, and 2026 planning gets tougher.
Good points! This is very true. As ADAS systems suppliers continue to consolidate, I wonder how much innovation and disruption will be affected. Financial stability can be traded for lots of things…
Good points! This is very true. As ADAS systems suppliers continue to consolidate, I wonder how much innovation and disruption will be affected. Financial stability can be traded for lots of things…